Gallagher Fiduciary Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7M	Buy	77,899 +13,864	+22%	+$2.5M	0.48%	24
2026 Q1	$9.93M	Buy	64,035 +6,350	+11%	+$1.05M	0.39%	18
2025 Q4	$9.69M	Buy	57,685 +3,031	+6%	+$506K	0.31%	25
2025 Q3	$8.99M	Sell	54,654 -86,330	-61%	-$13.6M	0.33%	24
2025 Q2	$21.2M	Buy	140,984 +1,844	+1%	+$250K	0.82%	9
2025 Q1	$17.7M	Buy	139,140 +1,389	+1%	+$192K	0.58%	14
2024 Q4	$19.2M	Sell	137,751 -1,732	-1%	-$238K	3.76%	5
2024 Q3	$18.4M	Buy	139,483 +10,103	+8%	+$1.28M	3.73%	6
2024 Q2	$16.5M	Buy	129,380 +48,519	+60%	+$5.79M	3.7%	8
2024 Q1	$9.48M	Buy	80,861 +6,778	+9%	+$754K	0.34%	19
2023 Q4	$7.71M	Sell	74,083 -44,496	-38%	-$4.38M	0.27%	19
2023 Q3	$11.2M	Sell	118,579 -52,284	-31%	-$5.13M	0.99%	18
2023 Q2	$16.7M	Sell	170,863 -12,352	-7%	-$1.13M	1.27%	14
2023 Q1	$16.3M	Buy	+183,215	New	+$15.6M	1.34%	14

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Gallagher Fiduciary Advisors's IUSG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 22% in Q2 2026, buying an estimated $2.5M and bringing the position to 77,899 shares worth $14.7M. The position accounts for 0.48% of the portfolio, ranked #24.

Gallagher Fiduciary Advisors first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.2M in Q2 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Gallagher Fiduciary Advisors held 77,899 shares of iShares Core S&P US Growth ETF worth $14.7M as of Q2 2026.
Gallagher Fiduciary Advisors bought 13,864 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.5M.
iShares Core S&P US Growth ETF made up 0.48% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #24 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's iShares Core S&P US Growth ETF position peaked at $21.2M in Q2 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.